Use Podio for CRM

Track leads, manage customerrelationships and organize yoursales team in one place.

CRM tools are often incredibly dull, overly complicated, or both. Podio is

designed to make tracking your leads and sales as lightweight and easy as

possible. Combined with real-time communication and task management

in one place – Podio is the first CRM tool your team will love to use.

Podio is completely customizable to your sales process. You define the informa-

tion you want to record and track – so your sales team isn't slowed down with

irrelevant features and complications. Creating deal pipelines and sales reports

that update live is also done in minutes.

With a tool that puts the focus on collaborating and sharing, you’ll improve data

quality and make sure your team is always armed with up to date information

about your leads and customers.

UNDERSTAND PODIO IN 60 SECONDS

PODIO WILL HELP YOU...

ELIMINATEDATA BLINDNESS

ELIMINATEEMAIL OVERLOAD

ELIMINATECOMMUNICATION LAGS

Mention a colleague on a task, sale, or meeting, or send a chat

message for a quick reply. Communication is human and natural on

Podio for better clarity while resolving issues efficiently, and

effortlessly.

Rich reports and graphs help break down all your data to provide

useful metrics that help motivate your team and identify problem

areas before they grow. Setup an easy to digest dashboard for a

realtime pulse of what’s happening across your business, giving

you insight into your most valuable asset – your team.

ELIMINATEA DISCONNECTED PIPELINE

Having everything from discovery call notes to offer details for every

lead on Podio, will give your team the overview they need in one place.

Close information gaps to save time, and boost sales by arming

everyone with the right info.

Finally a less formal way to communicate across the company –

helping you align your efforts and simply enjoy working together.

You’ll notice the difference it makes when team members can like

and comment on posts to share their response – rather than sending

another email to the group. Banishing internal email will be a breeze!

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MORE REASONS WHY PODIO IS A PERFECT

FIT FOR YOUR TEAM

Personalized training and

implementation support will help you

get off to a flying start with your new

tool. You can then rely on outstanding

ongoing phone and chat support for

your entire team from your Podio

account manager.

An open API provides you full

flexibility to connect Podio to any tool,

or extend its functionality. Our strong,

international ecosystem of partners

are on hand should you need help in

this area.

HTTPS Encryption on all data between

the Podio service and the client web

browser. All data is hosted at the Citrix

Datacenters in Frankfurt and

Amsterdam, and delivered through

Amazon Web Services in Dublin.

Podio works wherever you do.

Whether online at podio.com or

using the fully featured mobile apps

for iPhone, iPad, and Android you’ll be

able to stay coordinated with your

team anwhere..

Accessible & Mobile Secure

Support & Training Connected

A FEW OF OUR CUSTOMERS DOING

GREAT WORK WITH PODIO

PODIO GOES FAR BEYOND PROJECTS

Citrix (NASDAQ:CTXS) is the cloud company that enables mobile workstyles—empowering people to work and collaborate from anywhere, easily and securely. With market-leading solutions for mobility, desktop virtualization, cloud networking, cloud platforms, collaboration and data sharing, Citrix helps organizations achieve the speed and agility necessary to succeed in a mobile and dynamic world. Citrix products are in use at more than 260,000 organizations and by over 100 million users globally. Learn more at www.citrix.com.

© 2015 Citrix, LLC. All rights reserved. Citrix, and Podio are trademarks of Citrix or a subsidiary thereof, and are or maybe registered in the U.S. Patent and Trademark Office and other countries. All other trademarks are the property of their respective owners.

With the hundreds of thousands of businesses using Podio, it’s no surprise they

do so many different ways. That’s because Podio’s entirely customizable and easy

to expand into new use-cases. For example, you could start with Podio as your

CRM and expand to organizing marketing campaigns or running projects with

clients – all at no extra cost. And beyond closing more deals faster while boosting

collaboration and team spirit, you’ll have a tool that’s always ready to manage

any business process you want to structure a better way.

THOMAS NICHOLSMobile Expert at Ekito

SEE THE #PODIOEFFECT AT PLAY

Podio covers many of our needs in one place – wikis, functional apps, internal communications and more. It’s an agile

way of working and interacting internally and with customers.

Explore our site to learn more and sign up free today.

VISIT OUR WEBSITE